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AE Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

AE Wealth Management’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-55,791
Closed -$579K – 2029
2022
Q4 		$579K Buy
+55,791
New +$579K ﹤0.01% 1232
2021
Q4 		– Sell
-15,607
Closed -$667K – 1790
2021
Q3 		$667K Buy
+15,607
New +$667K 0.01% 1028